Purchasing Card Forms

Please submit via Secure Upload. Utilize Adobe Sign with full routing attached when uploading document, or if using Electronic Signature, this must contain date/time stamp.

All training requirements must be completed prior to submission of Document through the upload.


Submit only one document/form per upload. Documents accepted: All PCard Administration forms, including PCard Applications and PCard Transfers. 

Applications and Roles

Application and Transfer Checklist

  • To assist in preparation of PCard Applications and PCard Transfers

Department PCard Application

  • To apply for a Departmental PCard with a Responsible Cardholder assignment

Individual PCard Application

  • To apply for a PCard in the name of an employee

Departmental PCard Transfer Application

  • To Transfer the Departmental PCard to a different Responsible Cardholder assigned

Liaison Assignment

  • For a new department to join the PCard program and assign a Liaison
  • For an established department to add and/or remove a Liaison

Reconciler/Reconciler Workgroup Assignment

  • To request addition/deletion of a Reconciler
  • To request a new Reconciler Workgroup
  • To request PCard be assigned to a different Reconciler workgroup

Change and Delete

Change

  • To request PCard Limits, number of transactions, default account number, or address information 
  • To add/delete enhancements

Delete

  • To delete/cancel a Purchasing Card
  • Receipt confirmation email will be sent to Liaison

PCard Compliance Forms

See PCard Compliance for the following forms and topics:

  • Department Card Checkout Log
  • Documentation and Reconciliation
  • Missing Receipts
  • Monthly Due Dates
  • PCDO Notes and Attachments 
  • Purchase Authorization and Guidelines
  • Self-Reporting Violations